24/7 Wall Street
19 Jun 2026, 15:52 UTC · 1h ago
Michael Burry Just Backed Up the Truck on These 3 Undervalued Tech Stocks
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
19 Jun 2026, 15:52 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Michael Burry has shifted away from bearish semiconductor bets to accumulate deeply undervalued tech stocks. — A shift in strategy by a high-profile contrarian investor toward specific tech names can signal a valuation floor and attract followers.
+0.40Adobe is trading at a record-low trailing P/E of 11.1x after a 42% year-to-date decline. — Extreme valuation lows for a dominant software player suggest a high potential for a mean-reversion rally if AI integration proves successful.
+0.30PayPal is trading at a trailing P/E of 7.9x following an 87% crash, with a new CEO implementing cost-saving and Venmo expansion plans. — Deeply depressed multiples combined with a leadership-led turnaround effort create a classic value-recovery catalyst.
+0.30Continue reading
6 related stories
Top 2 movers · tap to explore
Alibaba offers AI exposure at a 16.5x trailing P/E despite ongoing Chinese economic and geopolitical headwinds. — While fundamentally cheap, the impact is tempered by the systemic risks associated with the Chinese market.
+0.20Which stocks this story touches
Described as deeply undervalued and a potential value bet for an 'epic comeback' despite AI threats.
Viewed as a dirt-cheap entry to the AI race with strong robotics and AI-powered business potential.
Seen as a potential turnaround story with catalysts including a new CEO, cost-saving plans, and low valuation.
Mentioned as a bearish bet on an industry that has seen parabolic rises and is ripe for profit-taking.
The author discusses the high likelihood of a harsh correction or crash for the semiconductor industry.
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